+635.9%
APP vs KVUE
-5.9%
+641.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -2.3% |
| 7D | +0.1% | -1.9% | +2.0% | +0.5% |
| 30D | -10.0% | -3.3% | -6.7% | -9.5% |
| 3M | -44.6% | +6.0% | -50.6% | -45.1% |
| 6M | -37.9% | +2.3% | -40.2% | -38.0% |
| YTD | -53.7% | +10.3% | -64.0% | -54.5% |
| 1Y | -43.0% | +4.6% | -47.5% | -43.2% |
| All | +635.9% | -5.9% | +641.7% | +654.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded KVUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling